Uma Financial Services, Inc. Sells in Q2 2025

Uma Financial Services, Inc.

  • $601 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-282K
- 42.48%
$58.41 - $72.69 $16.5M - $20.5M
382K $27.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-122K
- 98.09%
$50.08 - $63.14 $6.09M - $7.68M
2.36K $149K
HEFA
Ishares Currency Hedged Msci E

ETFs
-84.8K
- 99.58%
$32.11 - $38.21 $2.72M - $3.24M
355 $13K
GLDM
World Gold Trust

ETFs
-23.9K
- 28.69%
$58.96 - $67.97 $1.41M - $1.62M
59.3K $3.89M
LLY
Eli Lilly & CO

Healthcare
-372
- 26.65%
$713.71 - $898.95 $266K - $334K
1.02K $798K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.75K
- 87.65%
$48.13 - $49.85 $325K - $336K
951 $46K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-8.65K
- 4.69%
$24.18 - $27.61 $209K - $239K
175K $4.75M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.96K
- 2.9%
$24.32 - $27.87 $71.9K - $82.4K
99K $2.62M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.01K
- 20.54%
$162.76 - $195.77 $165K - $198K
3.91K $762K
UNH
Unitedhealth Group Inc

Healthcare
-82
- 14.83%
$274.35 - $599.47 $22.5K - $49.2K
471 $146K
VNQ
Vanguard Specialized Funds Van

ETFs
-702
- 1.9%
$79.79 - $91.42 $56K - $64.2K
36.2K $3.23M
CPRT
Copart Inc

Consumer Cyclical
-1.77K
- 46.77%
$47.72 - $63.84 $84.4K - $113K
2.01K $98K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.09K
- 11.24%
$96.84 - $99.46 $106K - $109K
8.63K $855K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.18K
- 6.09%
$51.68 - $52.76 $113K - $115K
33.6K $1.77M
SPY
Spdr S&P 500 ETF Trust

ETFs
-257
- 21.35%
$496.48 - $617.85 $128K - $159K
947 $585K
JNJ
Johnson & Johnson

Healthcare
-278
- 8.37%
$146.36 - $159.82 $40.7K - $44.4K
3.04K $464K
VLUE
Ishares Msci Usa Value Factor

ETFs
-1.3K
- 13.48%
$93.5 - $113.21 $122K - $147K
8.35K $945K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.55K
- 19.57%
$50.36 - $50.68 $78.3K - $78.8K
6.39K $323K
TJX
Tjx Companies Inc

Consumer Cyclical
-645
- 32.22%
$119.13 - $135.03 $76.8K - $87.1K
1.36K $167K
CVX
Chevron Corp

Energy
-53
- 1.88%
$133.73 - $168.51 $7.09K - $8.93K
2.76K $395K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-44
- 7.45%
$390.26 - $489.06 $17.2K - $21.5K
547 $221K
PG
Procter & Gamble CO

Consumer Defensive
-33
- 0.74%
$157.66 - $172.39 $5.2K - $5.69K
4.41K $702K
CRWD
Crowd Strike Holdings, Inc.

Technology
-168
- 84.85%
$321.63 - $509.31 $54K - $85.6K
30 $15K
MA
Mastercard Inc

Financial Services
-134
- 8.98%
$479.92 - $590.74 $64.3K - $79.2K
1.36K $763K
NVO
Novo Nordisk A S

Healthcare
-758
- 53.01%
$58.08 - $81.05 $44K - $61.4K
672 $46K
UNP
Union Pacific Corp

Industrials
-46
- 0.68%
$208.27 - $238.46 $9.58K - $11K
6.72K $1.55M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-1.94K
- 71.4%
$24.94 - $31.15 $48.4K - $60.5K
778 $24K
ASML
Asml Holding Nv

Technology
-93
- 54.71%
$595.37 - $815.24 $55.4K - $75.8K
77 $61K
OKE
Oneok Inc

Energy
-20
- 0.83%
$78.71 - $100.37 $1.57K - $2.01K
2.4K $195K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.03K
- 13.15%
$54.27 - $63.01 $55.9K - $64.9K
6.8K $426K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-407
- 71.91%
$99.97 - $129.69 $40.7K - $52.8K
159 $16K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.19K
- 14.01%
$72.96 - $90.39 $86.5K - $107K
7.28K $650K
BR
Broadridge Financial Solutions, Inc.

Technology
-153
- 98.71%
$217.22 - $246.25 $33.2K - $37.7K
2 $0
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-3
- 0.39%
$225.56 - $335.19 $677 - $1.01K
761 $180K
AZN
Astrazeneca PLC

Healthcare
-410
- 21.75%
$64.87 - $75.0 $26.6K - $30.8K
1.48K $103K
IDEV
Ishares Core Msci Intl Develop

ETFs
-847
- 18.96%
$61.79 - $76.67 $52.3K - $64.9K
3.62K $275K
V
Visa Inc.

Financial Services
-94
- 5.71%
$308.27 - $373.31 $29K - $35.1K
1.55K $551K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-570
- 3.59%
$83.54 - $100.04 $47.6K - $57K
15.3K $1.52M
IFRA
Ishares Tr

ETFs
-648
- 42.0%
$40.97 - $49.19 $26.5K - $31.9K
895 $44K
MAS
Masco Corp

Industrials
-343
- 97.72%
$58.73 - $71.06 $20.1K - $24.4K
8 $0
ADBE
Adobe Inc.

Technology
-63
- 12.91%
$340.0 - $420.68 $21.4K - $26.5K
425 $164K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-1.82K
- 7.85%
$24.21 - $29.47 $43.9K - $53.5K
21.3K $627K
O
Realty Income Corp

Real Estate
-369
- 37.81%
$52.27 - $58.52 $19.3K - $21.6K
607 $34K
DHR
Danaher Corp

Healthcare
-99
- 26.05%
$174.64 - $205.16 $17.3K - $20.3K
281 $55K
SLB
Schlumberger Limited

Energy
-32
- 1.42%
$31.95 - $42.2 $1.02K - $1.35K
2.22K $75K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-334
- 2.66%
$50.48 - $50.71 $16.9K - $16.9K
12.2K $619K
EPAM
Epam Systems, Inc.

Technology
-80
- 86.02%
N/A
13 $2K
VT
Vanguard Total World Stk Index

ETFs
-139
- 80.81%
$103.16 - $128.52 $14.3K - $17.9K
33 $4K
CDW
Cdw Corp

Technology
-95
- 90.48%
$144.49 - $190.68 $13.7K - $18.1K
10 $1K
Activity Summary
Buys All Purchases 1180 New Holdings 586 Increased Positions 594 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 0
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